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Jill’s Journal

An educational blog from SWMG Financial Advisor Jill Carr for new investors about the fundamentals of investing and finance.

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Donor Advised Funds

The Donor Advised Fund (DAF) has increased charitable giving over recent years. DAFs are not new; apparently, they have been around since the 1930s, and grew more popular in the 1990s. DAFs allow ...
Concept illustration of person giving gift package

Financial Gift Guide

This is a blog about money and therefore all of the gifts that I’m suggesting are money-related as well. Ok, Jill’s Journal readers, I have scoured the Internet for gift suggestions that have to ...
IRS Federal IncomeTax Forms

Tax Loss Harvesting

Want to impress your friends with knowledge of reducing your taxes using investment sales? I’m going to teach you. We all know the adage, “buy low, sell high.” Well, sometimes your investments don’t ...
End of Financial Year

Year End Deadlines

The end of the year is an important milestone for taxes and financial matters. Here are some important deadlines to keep in mind: Benefit “Open Enrollment” periods – Workplace November 1,– ...
document with employee stock ownership

Employee Stock Options, Part 2 of 2

Last week, I discussed what a stock option was and how there are two different kinds. When an employer gives you/grants you options, it is not considered a taxable event. It’s only when you DO ...
document with employee stock ownership

Employee Stock Options, Part 1 of 2

What the heck is an employee stock option? Publicly traded companies may offer employees stock options as a form of incentive compensation. These options give you the right to purchase company stock ...
Disability insurance form

What is Disability Insurance and Why Should You Have It?

Continuing with open enrollment month for your workplace benefits, let’s talk about disability insurance. Many people think about life insurance, especially if they have kids, but not everyone ...
HSA, FSA cards

FSA’s & HSA’s

In my last blog, I talked about health care open enrollment. A few of the options that many employers offer for benefits are Flexible Spending Accounts (FSA) or Health Savings Accounts (HSA). Are ...
employee benefits document with highlighed text

What Exactly is Open Enrollment?

If you work for someone else, there’s a good chance that you are, or soon will be, in the midst of Open Enrollment season for your benefit choices. This is the period when your employer allows you ...
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Meet Jill Carr

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

"Leave Nothing To Chance."

Michigan

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Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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